Your OpportunityWealth and Advice Solutions Technology (WAS Tech) is an organization within Schwab Technology Services aligned to
support the technology needs of Wealth and Advice Solutions (WAS) business which is a growth area for Schwab.
This newly created role will support the future growth of the WAS Tech business. As a seasoned, hands-on Senior
Scrum Master, you will enable WAS Tech to achieve consistent, predictable, high-quality delivery by implementing
best practices, tools, metrics, automation frameworks, and provide Agile oversight in the areas of software
development and testing. You’ll serve as a strong and versatile hands-on scrum master. You will deliver high-quality
solutions that meet business objectives in a flexible, collaborative, and rapidly changing environment.
You will play a critical role in supporting key stakeholders across the WAS organization which is focused on high-net
worth and ultra-high net worth retail investors. Supported business functions span Schwab’s Wealth and Investment
Solutions including Schwab Wealth Advisory. You will be working with a team of talented and highly motivated
technologists that strive to make technology a strategic differentiator for Schwab’s WAS business and their clients.
What you have
Required Qualifications:
• 5+ years of professional experience as a Scrum Master in enterprise software development environments
• Certified Scrum Master (CSM), Professional Scrum Master (PSM I), or equivalent Agile certification
• Demonstrated experience facilitating Scrum ceremonies (daily standups, sprint planning, retrospectives, sprint
reviews) for development teams of 5-9 members
• Proven track record of coaching development teams to achieve consistent velocity and meet sprint commitments
• Experience identifying, tracking, and resolving team impediments and organizational blockers
• Proficiency with Agile project management tools such as JIRA, Azure DevOops, or Rally
• Strong understanding of software development lifecycle, including requirements gathering, development, testing,
and deployment phases
• Experience working with Product Owners to manage and prioritize product backlogs
• Excellent facilitation, communication, and interpersonal skills
• Ability to work effectively with cross-functional teams including developers, QA engineers, product managers, and
business stakeholders
• Experience in fast-paced, iterative development environments with changing priorities
• Knowledge of Agile metrics and reporting (burndown charts, velocity tracking, sprint health metrics)
• Understanding of DevOps practices and continuous integration/continuous deployment (CI/CD) concepts
Preferred Qualifications:
• Advanced Scrum certifications (CSP-SM, PSM II) or SAFe Program Consultant (SPC) certification
• 7+ years of Scrum Master experience with at least 2 years in a senior or lead role
• Experience in scaled Agile environments (SAFe, LeSS, Scrum@Scale)
• Background in software development, quality assurance, or technical project management
• Experience coaching and mentoring junior Scrum Masters or Agile practitioners
• Financial services, healthcare, or other regulated industry experience
• Familiarity with multiple Agile frameworks beyond Scrum (Kanban, XP, Lean)
• Experience with release planning and dependency management across multiple teams
• Knowledge of technical practices such as test-driven development, continuous integration, and automated testing
• Proficiency with collaboration tools like Confluence, Slack, Microsoft Teams, and virtual facilitation platforms
• Experience facilitating large-scale planning events (PI Planning, quarterly business reviews)
• Understanding of UX/UI design processes and design thinking methodologies
• Change management and organizational transformation experience
• Strong analytical skills with experience using data to drive team improvements
